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Lipper 2014 Q1 Equity Mutual Fund Performance Review WebEx Replay

Published on 16 Apr 2014, by Tom Roseen
After the spectacular run-up in 2013, investors cautiously continued to bid up the market in first quarter 2014. Tom Roseen highlights Q1 equity fund performance trends and provides his outlook for next quarter in this WebEx replay of Lipper's First Quarter 2014 Equity Fund Performance Review and Outlook.

Lipper Weekly U.S. Fund Flows Video Series - March 19, 2014

Published on 21 Mar 2014, by Tom Roseen
For the first week in four, fund investors were net redeemers of fund assets for the week ended March 19, 2014, redeeming a net $16.1 billion. However, the headline numbers were misleading. Tom highlights flows for both conventional funds and ETFs in this week's fund flows video.

Lipper Weekly U.S. Fund Flows Video Series - February 19, 2014

Published on 21 Feb 2014, by Tom Roseen
For the second week in three, fund investors were net redeemers of fund assets, with money market funds (-$43.1 billion) handing back the lion's share. Equity and bond fund investors kept the pedal to the metal and were net purchasers of fund assets (including those of conventional funds and exchange-traded funds [ETFs]) for the second consecutive week, taking in a combined $14.8 billion. Tom highlights flows for both conventional funds and ETFs in this week's fund flows video.

Lipper Weekly U.S. Fund Flows Video Series - February 12, 2014

Published on 14 Feb 2014, by Tom Roseen
Investors embraced reassuring comments from new Federal Reserve Chair Janet Yellen, upward revision by the Bank of England in its economic growth forecast, and a stronger-than-anticipated Chinese export report, injecting a net $11.4 billion into the conventional funds business (ex-ETFs) for the week ended February 12, 2014. Tom highlights flows for both conventional funds and ETFs in this week's fund flows video.

Lipper Weekly U.S. Fund Flows Video Series - January 22, 2014

Published on 24 Jan 2014, by Tom Roseen
Despite hearing mixed earnings results and economic reports during the week ended January 22, 2014, fund investors were net purchasers of mutual funds for the first week in three, injecting $19.2 billion net into the fund industry (including exchange-traded funds [ETFs]). Tom highlights flows for both conventional funds and ETFs in this week's fund flows video.

Lipper Weekly U.S. Fund Flows Video Series – January 15, 2014

Published on 17 Jan 2014, by Tom Roseen
Investors redeemed $8.1 billion from the conventional funds business for the week ended January 15, 2014, but the headline numbers don't tell the whole story. Watch the following Lipper U.S. Fund Flows podcast to see how things really shook out this week in the fund industry.

Lipper 2013 Q4 Equity Mutual Fund Performance Review WebEx Replay

Published on 10 Jan 2014, by Tom Roseen
Despite many uncertainties during the year, investors kept the equity rally rolling. Domestic equity funds (up 32.30% for the year) easily beat their world equity fund (gaining 16.82%) counterparts. Tom highlights investment trends for equity funds during Q4 and the year and provides his outlook for next quarter in this WebEx replay of Lipper's Fourth Quarter 2013 Fund Performance Review and Outlook.

Lipper Weekly U.S. Fund Flows Video Series - December 4, 2013

Published on 06 Dec 2013, by Tom Roseen
Despite the DJIA and S&P 500 witnessing four consecutive down days for the week ended December 4, fund investors were net purchasers of fund assets for the third consecutive week, injecting $31.2 billion into fund coffers. Tom highlights flows for both conventional funds and ETFs in this week's fund flows video.

Lipper Weekly U.S. Fund Flows Video Series - November 13, 2013

Published on 15 Nov 2013, by Tom Roseen
Mutual fund investors were net redeemers of fund assets in the week ended November 13, 2013, for the first week in four, handing back about $2.4 billion. Tom highlights flows for both conventional funds and ETFs in this week's fund flows video.

Lipper Weekly U.S. Fund Flows Video Series - November 6, 2013

Published on 08 Nov 2013, by Tom Roseen
Against a somewhat more subdued backdrop, mutual fund investors were net purchasers of fund assets (including those of conventional funds and exchange-traded funds [ETFs]), contributing a net $3.3 billion for the week ended November 6. More conservative asset classes contributed to the positive net inflows with money market funds taking in $5.0 billion. Tom highlights flows for both conventional funds and ETFs in this week's fund flows video.

Lipper Weekly U.S. Fund Flows Video Series - October 23, 2013

Published on 25 Oct 2013, by Tom Roseen
In the midst of this record high week, fund investors put the pedal to the metal and were net purchasers of fund assets (including conventional funds and exchange-traded funds [ETFs]), which took in a net $65.6 billion for the week ended October 23. Tom highlights flows for both conventional mutual funds and ETFs in this week's fund flows video.

Lipper 2013 Q3 Equity Mutual Fund Performance Review WebEx Replay

Published on 10 Oct 2013, by Tom Roseen
Equity funds finished September up 4.65% (for their ninth best September performance in 50 years) and helped push equity funds' Q3 return to 7.32%, producing a fifth straight quarter of plus-side performance.Tom highlights investment trends for equity funds during Q3 2013 and provides his outlook for next quarter in this WebEx replay of Lipper's Third Quarter 2013 Fund Performance Review and Outlook.

Lipper Weekly U.S. Fund Flows Video Series - September 25, 2013

Published on 27 Sep 2013, by Tom Roseen
Shrugging off five consecutive days of decline from the S&P 500--its longest losing streak this year--fund investors continued to pad the coffers of equity funds. Tom highlights flows for both conventional mutual funds and ETFs in this week's fund flows video.

Lipper Weekly U.S. Fund Flows Video Series - September 11, 2013

Published on 13 Sep 2013, by Tom Roseen
Mutual fund investors were net purchasers of fund assets (including conventional funds and exchange-traded funds [ETFs]), injecting a net $25.4 billion for the week ended Wednesday, September 11. The embattled municipal bond funds macro-group witnessed the only net redemptions, handing back some $1.9 billion, while money market funds had net inflows of $13.2 billion, equity funds took in some $12.8 billion, and taxable bond funds saw net inflows of $1.3 billion. Tom highlights flows for both conventional mutual funds and ETFs in this week's fund flows video.

Lipper Weekly U.S. Fund Flows Video Series - August 28, 2013

Published on 30 Aug 2013, by Tom Roseen
Money market funds were the big winners in the week ended Wednesday, August 28, seeing net inflows of more than $5 billion, while other fund categories saw net redemptions. Investors were given many reasons to pull back on the reins: technical glitches on the NASDAQ, news of the federal debt ceiling and turmoil in Syria. Tom highlights flows for both conventional mutual funds and ETFs in this week's fund flows video.

Lipper Weekly U.S. Fund Flows Video Series - August 14, 2013

Published on 16 Aug 2013, by Tom Roseen
The week ended Wednesday, August 14 saw some optimistic economic indicators amid continuing nervousness regarding the Fed's bond-buying program. Mutual fund investors were net purchasers, injecting a net $6.7 billion for the week, but municipal bond funds remained out of favor. Tom highlights flows for both conventional mutual funds and ETFs in this week's fund flows video.

LIPPER WEEKLY U.S. FUND FLOWS VIDEO SERIES - JULY 31, 2013

Published on 02 Aug 2013, by Tom Roseen
For the week ended July 31, only equity fund investors kept their foot on the pedal, injecting a net $6.6 billion into the funds business (including conventional funds and exchange-traded funds [ETFs]), while taxable bond funds witnessed net redemptions of just shy of $1.0 billion, money market funds handed back some $5.9 billion, and municipal bond funds took another beating, experiencing net outflows of $2.2 billion. In total, investors were net redeemers for the week, withdrawing a little less than $3.4 billion.

Lipper Weekly U.S. Fund Flows Video Series - July 24, 2013

Published on 26 Jul 2013, by Tom Roseen
Money market funds handed back some $12.7 billion net for the week (their first weekly redemption in five), and municipal bond funds bled assets (for the ninth consecutive week), succumbing to net outflows of $1.2 billion. With the large money market redemptions swamping the inflows to both equity funds and taxable bond funds, investors were net redeemers for the week, withdrawing a little less than $4 billion. Tom highlights flows for both conventional mutual funds and ETFs in this week's fund flows video.

Lipper 2013 Q2 Equity Mutual Fund Performance Review WebEx Replay

Published on 09 Jul 2013, by Tom Roseen
Despite some sluggishness in June (the average equity fund declined 2.10%), the average equity fund remained in the black for Q2, returning 0.31% and producing a fourth consecutive quarter of plus-side returns. Although many stocks set new highs during the quarter, investors turned their attention to domestic, quasi-defensive, and out-of-favor issues.Tom highlights investment trends for equity funds during Q2 2013 and provides his outlook for next quarter in this WebEx replay of Lipper's Second Quarter 2013 Fund Performance Review and Outlook.

Lipper Weekly U.S. Fund Flows Video Series - July 3, 2013

Published on 08 Jul 2013, by Tom Roseen
Investors are starting to come to terms with the Federal Reserve's possible reduction in its quantitative easing program. However, see-saw performance and volatility were ever-present during the week ended Wednesday, July 3 as good economic news contended with uncertain global developments in Portugal, Egypt and China. Mutual fund investors charged back into the market, injecting a net $10.8 billion into the funds business (including conventional funds and exchange-traded funds [ETFs]). Tom highlights flows for both conventional mutual funds and ETFs in this week's fund flows video.

Lipper Weekly U.S. Fund Flows Video Series - June 5, 2013

Published on 07 Jun 2013, by Tom Roseen
Nervous investors pulled a net $8.9 billion from mutual funds (including conventional funds and exchange-traded funds [ETFs]) in the week ended June 5 as they looked for hints about when the Federal Reserve might begin scaling back its $85-billion bond-buying program. Tom highlights flows for both conventional mutual funds and ETFs in this week's fund flows video.

LIPPER WEEKLY U.S. FUND FLOWS VIDEO SERIES - APRIL 24, 2013

Published on 26 Apr 2013, by Tom Roseen
Investors seemed to be hung over for the week ended Wednesday, April 24, after news that included a fake AP tweet about explosions at the White House and bleak economic reports. Investors are having difficulty judging the first quarter corporate earnings season, with some of the wild market swings caused by conflicting reports. The funds business (including conventional funds and exchange-traded funds [ETFs]) saw net redemptions of $7.0 billion. Tom talks about this week’s trends in fund flows.

Lipper 2013 Q1 Equity Mutual Fund Performance Review WebEx Replay

Published on 10 Apr 2013, by Tom Roseen
Investors generally shrugged off the Cyprus banking crisis, Italy's inability to form a new coalition government, and U.S. sequestration during the first quarter of 2013, focusing instead on upbeat economic news and continued support by the Fed, pushing a few of the major indices to all-time highs. For the quarter, equity mutual funds posted their second best Q1 performance since 1998. Tom highlights investment trends for equity funds during Q1 2013 and provides his outlook for next quarter in this WebEx replay of Lipper's First Quarter 2013 Fund Performance Review and Outlook.

Lipper Weekly U.S. Fund Flows Video Series - April 3, 2013

Published on 05 Apr 2013, by Tom Roseen
U.S. investors were net purchasers of fund assets for the week ended April 3, 2013, injecting over $5.6 billion into the funds business (including conventional funds and exchange-traded funds [ETFs]). However, for the fifth consecutive week municipal debt funds (-$113 million) suffered net redemptions as investors remained concerned about municipal bond funds losing their tax-exempt status during the upcoming budget negotiations and the risk of underfunded state pension plans putting undue pressure on state coffers. Conventional equity funds and equity ETFs witnessed their fifth consecutive week of net inflows (+$2.2 billion), despite some market gurus’ call of a probable near-term pullback in the market. During the week investors continued to inject net new money into taxable bond funds (+$2.4 billion) and money market funds (+$1.2 billion).

Lipper Weekly U.S. Fund Flows Video Series - March 13, 2013

Published on 18 Mar 2013, by Tom Roseen
Excluding ETF activity, investors kept their foot on the pedal, padding the coffers of equity mutual funds to the tune of $3.0 billion net. Domestic equity funds witnessed net inflows of $1.4 billion, while their nondomestic equity fund counterparts took in some $1.6 billion. However, for the second consecutive week both municipal debt funds (-$113 million) and money market funds (-$2.4 billion) suffered net redemptions as investors remained in a risk-on mode. During the week investors continued to inject net new money into taxable bond funds (+$1.8 billion), which still cast a shadow over the mainstream media’s prediction of a grand rotation out of fixed income funds into equity funds.
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